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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,793 | $99,994+8.8% | $146,647-25.8% | $85,851+26.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 4.76% | 18.93%-14.2pp | 22.75%-18.0pp | 318.63%-313.9pp |
| Employer contribution / active EE | $6,689 | $2,559+161.4% | $4,137+61.7% | $2,565+160.7% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,097 | $7,703+5.1% | $10,281-21.2% | $6,261+29.3% |